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Clerk Chat

AI Agents for Voice, SMS, RCS & WhatsApp

Overview

Clerk Chat makes every business conversational. Our AI Agents handle questions, and turn every inquiry into meaningful actions. Simple, smart, and seriously helpful - that’s the power of Salesforce conversations over Voice, SMS, WhatsApp, and RCS.

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  • Your brand’s conversational concierge on voice and messaging - Enable AI agents on Voice, SMS, RCS, & WhatsApp.

  • Redefine customer experience with AI agents - Enable one centralized AI engine to auto-resolve issues at any time, and in every language.

  • Bring your own number - Connect your existing carrier (Twilio, Bandwidth, Telnyx, RingCentral, Zoom, VoIP, Landline ...).

  • Branded messages and calling - Your verified name, logo, and brand colors clearly show customers it’s your business contacting them – making them more likely to answer calls and engage with your messages.

  • Compliance ready messaging - Reduce risk while building trust with opt-in/out management, content moderation, segmentation and scheduling, and messaging templates.

  • Connect your apps - Built to work natively with the enterprise apps you already use, including Microsoft Teams, Zoom, and Webex.

Clerk Chat makes every business conversational — on Voice, SMS, WhatsApp, and RCS. Instant, human-like replies, 24/7 in any language. Smarter actions. Real results. That’s the power of AI built for modern customer experiences. Clerk Chat integrates instantly with Salesforce, syncing contacts, objects, and activities automatically. You can send SMS, WhatsApp, and RCS messages directly from Salesforce. Our AI agents access complete Salesforce context and can update records in real time. Clerk Chat empowers your sales team to engage leads effectively, maintaining a continuous conversation history so they stay fully informed. Features Include: • Enable AI agents on voice and messaging • Send and receive SMS, MMS, RCS, WhatsApp all inside of Salesforce • Bring your own carrier without porting a phone number • Connect Twilio, Telnyx, Infobip, RingCentral, ZoomPhone, VoIP, or Landline • One on one messages, group messaging, and campaigns • Integrate directly with Microsoft Teams, Zoom, Webex

Categories

Business Needs
Productivity
Customer Service
Collaboration
Industries
Communications
Financial Services
Government
Personas
Business Operations Manager
Marketer
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Person Accounts
Managed Package